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Intro Meeting

Are you the type of person that likes to sit down and spend some time exploring a business relationship before jumping in?  We do, too, and, that is why we created a FREE one-hour meeting, where you can sit down with our founder, Mike, and see if our firm is right for you.  We have worked through a number of different models, but have found that this one-hour meeting is the best way for us to see if we are the right fit for each other.  The introductory meeting is just that, time for us to talk and see what you are looking to build, what your goals are, and what issues you are facing.  The meeting is not about us, it is about you.  Too often people go into meetings only to hear a salesperson pontificate about how great they are. Grandma always told us, “proof of the pudding is in the tasting.”  And we believe in giving our prospective clients a “taste” of what it is like to work with us.  More than 90% of those who participate in our introductory meeting take the next step and schedule a Business Review.

 

Does the introductory meeting cost anything?

No.

 

What will I get out of the meeting?

Our goal is to show you how we think through solutions for your company.  We do this by learning about your business and creating a picture of where you are, where you want to be, and how we can create a plan to get you there. 

If you have gotten this far in our website, you have likely invested some time in reading through a few pages. Feel free to take a look around our site to gain some deeper insight into who we are and what we do. But don’t let this time be wasted – schedule a meeting today, to see why our clients stay with us year after year.

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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.